GE Vernova Inc.

GE Vernova Inc.

GEV·NYSE

$963.33

+0.41%
UtilitiesRenewable Utilities

GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts.

At a Glance

Live Snapshot
Market Cap$258.87B
EPS17.9200
P/E Ratio53.76
Earnings Date07/22/2026
gev

GE Vernova Inc. Street Expectations Map

GEV · NYSE

Wall Street analysts project that GEV stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 1.12K, with estimates ranging from a low of 714.00 to a high of 1.40K.

Lowest Target
714.00
-25.88%
Consensus Target
1.12K
16.26%
Highest Target
1.40K
45.33%

The consensus 1-year price target stands at 1.12K, with estimates ranging from a low of 714.00 to a high of 1.40K.

Analyst Consensus Analysis

Upside Potential

+16.3%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

61.3% spread

High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.

Risk-Reward Profile

1.75x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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GE Vernova Inc. Forward Estimates of Revenue

GEV · NYSE
Latest Revenue
38.07B
FY 2025
Avg Estimate
45.46B
FY 2026
Estimate Range
44.64B - 45.97B
Analyst Spread

Forward Growth Analysis

Projected Growth+19.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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GE Vernova Inc. Forward Estimates of Net Income

GEV · NYSE
Latest Net Income
4.88B
FY 2025
Avg Estimate
7.96B
FY 2026
Estimate Range
7.44B - 8.47B
Analyst Spread

Forward Growth Analysis

Projected Growth+62.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GE Vernova Inc. Forward Estimates of EPS

GEV · NYSE
Latest EPS
17.92
FY 2025
Avg Estimate
$29.21
FY 2026
Estimate Range
$26.94 - $30.70
Analyst Spread

Forward Growth Analysis

Projected Growth+63.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GE Vernova Inc. Forward Estimates of EBIT

GEV · NYSE
Latest EBIT
2.83B
FY 2025
Avg Estimate
10.05B
FY 2026
Estimate Range
9.87B - 10.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+255.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GE Vernova Inc. Forward Estimates of EBITDA

GEV · NYSE
Latest EBITDA
3.68B
FY 2025
Avg Estimate
10.10B
FY 2026
Estimate Range
9.91B - 10.21B
Analyst Spread

Forward Growth Analysis

Projected Growth+174.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GE Vernova Inc. Forward Estimates of SG&A Expense

GEV · NYSE
Latest SG&A Expense
4.95B
FY 2025
Avg Estimate
6.66B
FY 2026
Estimate Range
6.54B - 6.74B
Analyst Spread

Forward Growth Analysis

Projected Growth+34.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GE Vernova Inc. Insider Positioning

GEV · NYSE

During the last 12 months, insiders have sold $13.59M worth of GEV shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

7.2K

7.04M

Net Activity

-7.0M

-$7.04M

3-6 Months

Bought

0

0.00

Sold

5.3K

4.50M

Net Activity

-4.5M

-$4.50M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

3.3K

2.05M

Net Activity

-2.0M

-$2.05M

Top Buyers

No buying activity

Top Sellers

1
AV

Abate Victor

Officer: Chief Executive Officer, Wind

4.8K shares1 transactions

$4.57M

2
BS

Baert Steven

Officer: Chief People Officer

5.3K shares1 transactions

$4.50M

3
PMJ

Potvin Matthew Joseph

Officer: Chief Accounting Officer

2.3K shares1 transactions

$2.47M

4
PKS

Parks Kenneth Scott

Officer: Chief Financial Officer

3.3K shares1 transactions

$2.05M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $13.59M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$7.04M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.